Expenses Management

Accessing the Expenses Page

Expand Financial in the sidebar and click Expenses. The page lists all expense records with filters and a monthly summary at the bottom.

Expense Categories

When logging an expense, you must select one of the following categories:

• Court Fees — filing fees, service fees, and other court-imposed charges.
• Travel — transportation costs for hearings or client visits.
• Expert Fees — payments to expert witnesses, forensic accountants, or technical consultants.
• Stationery — office supplies, printing, and copying costs.
• Communication — postage, courier, fax, and telecommunications.
• Notary — notarisation and legalisation fees.
• Translation — certified translation costs.
• Other — any expense that does not fit the above categories.

Reading the Expenses Table

The table shows six columns: Date, Category (badge), Description, Amount, Case (linked case or "General" if not case-specific), and Approved By (the firm_admin who approved the expense).

Adding a New Expense

Click Add Expense. Fill in the form:

1. Category — select from the dropdown.
2. Amount — the expense amount.
3. Date — the date the expense was incurred.
4. Description — brief explanation of what the expense covers.
5. Related Case — optional; link to a specific case if this is a case-related disbursement. Leave blank for general overhead.
6. Receipt — upload a scan or photo of the supporting receipt (PDF or JPG, max 5 MB).

Click Save Expense. A firm_admin can then approve or reject the expense from the same row's action menu.

Monthly Totals Summary

At the bottom of the Expenses page, a summary table shows total spending per category for the current month. This gives a quick view of where the firm's operational budget is being spent without running a full report.